Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.9B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.2M
3
+$59.4M
4
PACW
PacWest Bancorp
PACW
+$29.3M
5
HBAN icon
Huntington Bancshares
HBAN
+$28.8M

Top Sells

1
+$56.3M
2
+$41.5M
3
+$36.3M
4
BMO icon
Bank of Montreal
BMO
+$28.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.02%
4 Industrials 8.47%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$210M 0.6%
2,536,000
+54,890
27
$201M 0.58%
2,122,809
+88,901
28
$200M 0.57%
4,340,153
+14,129
29
$199M 0.57%
2,763,341
-80,583
30
$198M 0.57%
4,188,826
-18,473
31
$189M 0.54%
507,922
+30,884
32
$187M 0.54%
1,178,391
-14,328
33
$185M 0.53%
4,278,949
+416,644
34
$181M 0.52%
814,441
+29,175
35
$181M 0.52%
1,249,319
+37,136
36
$180M 0.52%
1,097,372
+115,008
37
$179M 0.51%
1,104,071
-97,322
38
$174M 0.5%
5,232,606
+215,375
39
$174M 0.5%
1,678,543
+11,622
40
$172M 0.49%
674,312
+2,086
41
$158M 0.45%
5,363,858
+78,329
42
$155M 0.45%
1,769,982
+22,757
43
$155M 0.44%
1,766,139
+10,869
44
$153M 0.44%
2,570,520
+58,540
45
$153M 0.44%
2,948,046
+280,433
46
$150M 0.43%
1,319,431
+41,107
47
$147M 0.42%
688,777
+15,230
48
$147M 0.42%
2,630,498
-51,252
49
$146M 0.42%
4,651,875
+120,690
50
$144M 0.41%
845,382
+16,207
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